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by gpm 1905 days ago
3. They're trying to discourage competition, because competition impacts their (Taiwan's) national security.

I don't think TMSC is naive about the geopolitical importance that they have to Taiwan.
1 comments
tachyonbeam 1905 days ago
I was thinking about that recently. China can't realistically invade (or intimidate/sanction) Taiwan as long as they are dependent on TSMC, because of those semiconductor manufacturing plants went down, it could be a global economic disaster, and China would be one of the most heavily impacted, given the proportion of everyone's electronics they manufacture.
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dirtyid 1905 days ago
China can't realistically invade TW until it can take on USN 10-15 years from now after more build up / military modernization anyway. Happenstance of TSMC dominance is IMO blessing in this regard, buys PRC 10+ years of military and semi catchup time. There's going to be theatrics and political posturing in the interim by US/CN/TW, but ultimately TSMC buying TW time is buying CN time to close gap with US.
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